Original filing (PDF)20240122165600NAL0010610321001

JONES & BEARDSLEY, P.C.

Name: JONES & BEARDSLEY, P.C. — JONES & BEARDSLEY, P.C. 401(K) PLAN, Form 5500 (2023)
Creator: JONES & BEARDSLEY, P.C.

Form 5500-SF

FILING_RECEIVED

JONES & BEARDSLEY, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONES & BEARDSLEY, P.C..

Plan sponsor

Name

JONES & BEARDSLEY, P.C.

EIN

30-0016041all filings

Address

73-4366 KOI KOI STREET · KAILUA-KONA, HI · 96740

Phone

(661) 664-2900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-01-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

RAMAS LAW PA

RAMAS LAW PA RETIREMENT PLAN

$53K · 2 participants

THE TADCHIEV LAW FIRM, PC

TADCHIEV 401(K) PLAN

$53K · 23 participants

RESOLVE LEGAL, PLLC

RESOLVE LEGAL, PLLC 401(K) PLAN

$53K · 7 participants

LAW OFFICE OF ERIN ROBINSON PC

LAW OFFICE OF ERIN ROBINSON PC 401(K) PLAN

$53K · 3 participants

LAW OFFICE OF JENNIFER CASEY

$53K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.